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  • Mallinckrodt Transfers Questcor's Risk Onto Its Shareholders [View article]
    We know, you are concerned again. Don't be.
    Apr 8 12:44 PM | 15 Likes Like |Link to Comment
  • Idera +5% AH on positive IMO-8400 data [View news story]
    Of course this is positive data.

    GL, EXP
    Apr 7 06:19 PM | Likes Like |Link to Comment
  • A Top Pick For March: Questcor Pharmaceuticals  [View instapost]
    SA refused to post this as a real article so I had to make it a blog post, go figure huh?

    Chirp.
    Apr 7 05:40 PM | Likes Like |Link to Comment
  • A Top Pick For March: Questcor Pharmaceuticals  [View instapost]
    April update: Buyout.

    http://seekingalpha.co...
    Apr 7 05:38 PM | Likes Like |Link to Comment
  • Mallinckrodt buys Questcor [View news story]
    This was a TOP pick!

    Also, for the record....SA would NOT publish this as a full article, yet allowed that bird brain QTR and Citron to publish their rubbage FWIW.

    http://bit.ly/1hy2cDK

    Chirp.
    Apr 7 05:28 PM | Likes Like |Link to Comment
  • Questcor's Quagmire: Despite Rally, Risk Still Exists [View article]
    Nice informative letter from the CEO. A great read.

    http://bit.ly/1kxqjGu
    Apr 4 09:23 AM | 6 Likes Like |Link to Comment
  • Questcor's Quagmire: Despite Rally, Risk Still Exists [View article]
    Fact: in the recent biotech correction as indicated by the $IBB, QCOR has significantly outperformed the industry as a whole and the stock is rising. Period. End of statement. Chirp.
    Apr 4 09:07 AM | 10 Likes Like |Link to Comment
  • Questcor's Quagmire: Despite Rally, Risk Still Exists [View article]
    You are right Crow. Significant risks are present in all stocks. Especially this one since it was $5 but it seems to persist higher and is a Baker Bros top holding for some reason too? Hmmm.

    Citron lab? What lab? Where is it or was that just manufactured? Report back on the real news.

    The risk now is being short a company with 19 indications with rising earnings IMHO.

    Most smart investors see through the FUD and added at $61-$62 and we are doing well, TY.

    You take care now.
    Apr 4 08:44 AM | 21 Likes Like |Link to Comment
  • Questcor Pharmaceuticals, Inc. (QCOR): Long Thesis & Emerging Trends On ACTH In Primary Literature [View instapost]
    Nice work. No bull shit, clear and honest. See you at higher prices. Consolidation was at $61-$62.
    Apr 1 11:14 PM | 2 Likes Like |Link to Comment
  • Idera: A Compelling Biotech Pick For March [View article]
    3/28/14 - Breaking News

    Idera Pharmaceuticals Announces Positive Top-line Data in Phase 2 Trial of IMO-8400

    http://bit.ly/1iH0dRL
    Mar 28 07:47 AM | Likes Like |Link to Comment
  • Idera: A Compelling Biotech Pick For March [View article]
    Just released:

    Idera Pharmaceuticals weakness seems overdone, says Piper Jaffray

    After Idera's stock tumbled 45%, Piper Jaffray thinks the company's Phase II IMO-8400 psoriasis data, due next week, will show on-target efficacy and show the drug is safe.

    The firm reiterates a $7 price target and Overweight rating on the shares.

    Remember now that the whole Biotech sector has faded the last few days.

    I'm in and holding strong.

    GL, EXP
    Mar 27 02:27 PM | Likes Like |Link to Comment
  • Idera: A Compelling Biotech Pick For March [View article]
    The story hasn't changed here for Idera. The current landscape in the biotech sector has given the true investors an opportunity to double down.

    I truly believe in this team and the science that they are pursuing.

    I've been following this company since it was $2 and the potential is very exciting in the longer term much like what happened when I followed INCY from the teens and its as good as PCYC IMHO that went from $3 to $130.

    Biotechs are volatile and may not be for everyone.

    I suggest holding a core position as I plan to do for 2-3 years and see what occurs. I bet it will be a lot higher then with 99% certainty.

    This is not a one time event company, but rather a company working on developing two platforms. Think about it, the science must have been very compelling or at least interesting enough for the highly successful former Genzyme team to get on board, as well as the Kings of Biotech Baker Bros. to gain 2 seats on its board recently.

    Day to day or hour to hour, I cannot predict the MM games or hit pieces that may be lurking, but what I do know is that the science here is at the forefront of something truly great IMHO.

    We are still on the ground floor and early investors in this company.

    To be continued...
    Mar 27 08:31 AM | 1 Like Like |Link to Comment
  • Idera: A Compelling Biotech Pick For March [View article]
    Idera Pharmaceuticals Announces Expansion of Pipeline into Two Orphan Autoimmune Diseases http://yhoo.it/1gmXpcc
    Mar 13 07:51 AM | 1 Like Like |Link to Comment
  • Idera: A Compelling Biotech Pick For March [View article]
    Good news today: Idera Pharmaceuticals Announces The Appointment of Julian Baker and Dr. Kelvin Neu to its Board of Directors

    http://bit.ly/1fpJKfS;highlight=
    Mar 12 08:51 AM | 1 Like Like |Link to Comment
  • Idera: A Compelling Biotech Pick For March [View article]
    Here is your answer and get back to me when this stock breaks $10 or higher and lets see if the run up is over:

    There has been a filing in Dec 2013 about the Baker Bros reducing its stock position. These are actual "voting" shares, however with their participation in the
    offering that was recently announced in Feb 2014, the Baker Bros have actually increased their stake in this company to make Idera one of its "top ten holdings" at this time according to my research.

    So, effectively the BB's own a combined 3,000,000 million "voting" shares, as well as 40,000,000 "pre-paid" warrants. If the warrants were exercised, it would give them a 42% ownership position in IDRA.

    An explanation of prepaid warrants means....that they paid $3.99 per each warrant. Each warrant is therefore exercisable for one penny. Remember, they were "prepaid."

    See pp S36 - S37

    http://bit.ly/1dIccgu

    This is a very large play for the BB's and you would have to assume that this savvy biotech group has done their homework.

    I expect to see this all play out.
    Mar 10 10:35 AM | 2 Likes Like |Link to Comment
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